Services

Financial Planning Services

Financial Planning Services encompass all aspects of personal finance.
These services are provided in conjunction with Targeted Capital LLC which
is a New Jersey Registered Investment Advisor owned by the Partners of
Jump Perry and Company. We also work hand in hand with our Partner,
HJ Wealth Management Group to provide a complete range of services to
meet all of our client’s needs.

Our approach to meeting our client’s needs focuses on the development
of a comprehensive financial plan. The plan is based on current and future
financial needs and goals and considers the impact of college funding,
insurance needs, current and future tax ramifications, retirement planning
and Estate matters. As Certified Public Accountants, as well as financial advisors,
we make sure that all aspects of wealth management are considered.

Our investment strategy is based on asset allocation models tailored to
our client’s specific goals within their acceptable range of overall risk tolerance.
The asset allocation model is widely accepted as the best investment approach to
reduce risk and maximize returns over a given period of time.

After developing the initial complete financial plan, we monitor the
investment results against the plan on a quarterly basis which includes
face to face client meetings. Additionally, the plan is adjusted as life
situations change. Our continuous involvement enables us to provide
personalized advice based on a comprehensive understanding of our client’s
financial position and objectives.